Customer Attachments allow you to store contracts, IDs, documents, images, and other files directly on a customer record. This keeps all customer-related files centralized and easy for your team to reference.
Attachments are informational and do not impact orders, pricing, or accounting logic.
What Are Customer Attachments?
Customer Attachments are files linked to a specific customer record. They are commonly used for:
Contracts and agreements
ID or compliance documents
Purchase-related files
Reference images or spreadsheets
Attachments are visible to users with access to the customer and remain available for future reference.
Add an Attachment to a Customer
Open Sales → Customers
Select the customer you want to update
Navigate to the Attachments tab
Click Add attachment
Upload a file by dragging and dropping it, or browse your computer
Save the attachment
Once uploaded, the file will appear in the customer’s attachments list.
Supported File Types and Size Limits
Supported formats include:
PDF
CSV
Excel
Word
Images
Maximum size: Up to 8 MB per upload
View and Download Attachments
PDFs and images open in a preview viewer when clicked
Other file types automatically download when selected
Files can be downloaded at any time using the download icon
This allows quick access without leaving the customer record.
Rename or Delete Attachments
Each attachment includes additional actions:
Rename
Update the file name to make it easier to identifyDelete
Permanently remove the attachment from the customer record
Deleting an attachment does not affect historical orders or transactions.
Important Notes
Attachments are customer-specific and do not sync to orders automatically
Removing an attachment does not impact existing data
Attachments are intended for internal reference and record-keeping
Related Topics
Customer Record Overview
Create a Customer
Update a Customer
Add and Manage Customer Contacts
Customer Pricing Rules